Business Owner Strategy Summit: Charlotte

Tuesday, June 2, 2026

You’ve built a successful business. What comes next is worth planning carefully. 

Group of diverse adults at a social mixer, talking and holding wine glasses in a bright venue.

Business Owner Strategy Summit — Charlotte

Join us for an exclusive afternoon program bringing together business owners and entrepreneurs with leading financial, legal, and strategic advisors — focused on the decisions that define the future of a business. 

Through interactive panel discussions, you’ll gain practical insights on: 

  • Enhancing business value ahead of a potential transaction 
  • Raising capital to fund growth at the right stage 
  • Structuring a partial or full exit to protect your financial outcomes 

Event Details 

  • Tuesday, June 2, 2026 
  • Registration and Check-In: 12:30 p.m.
  • Program: 1:00 – 4:30 p.m.
  • Cocktail Reception: 4:30 – 5:30 p.m.
  • Dinner: 5:30 – 7:30 p.m. 

Where: Holland & Knight 1120 S. Tryon St., Suite 900 Charlotte, NC 28203 

Reserve Your Seat

Space is limited. Complete the form below to register. 


By registering for this event, you are opting in to receive communications from Houlihan Capital and the co-sponsors of this event. Unsubscribe at any time.

Cityscape of Uptown Charlotte, North Carolina.

Five Firms. One Afternoon. Every Dimension of the Decision.

Houlihan Capital, Alex Brown/Raymond James, Aprio, Capitala, and Holland & Knight bring together the investment banking, capital markets, tax, legal, and growth advisory expertise business owners need — in one room. 

Questions about attendance or suitability?

Get in Touch

The Business Owner Strategy Summit is an invitation-only event. Space is limited.